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MOFG

MidWestOne Financial Group

Delisted

MOFG was delisted on the 13th of February, 2026.

81 hedge funds and large institutions have $219M invested in MidWestOne Financial Group in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

0.07% more ownership

Funds ownership: 65.23%65.3% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 8781 (-6)

12% less capital invested

Capital invested by funds: $250M → $219M (-$30.9M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
32
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
76
Covestor
United Kingdom
$2K -$332 -16 -14%
EWA
77
EverSource Wealth Advisors
Alabama
$1K +$976 +47 New
RWM
78
Raffa Wealth Management
District of Columbia
$513
Osaic Holdings
79
Osaic Holdings
Arizona
$278 +$270 +13 New
PA
80
Parallel Advisors
California
$256 -$11.1K -532 -98%
HNB
81
Huntington National Bank
Ohio
$21
BCM
82
BHZ Capital Management
California
-$1.54M -63,182 Closed
First Trust Advisors
83
First Trust Advisors
Illinois
-$1.33M -54,432 Closed
BGIM
84
Brandywine Global Investment Management
Pennsylvania
-$605K -24,759 Closed
RWA
85
Redmont Wealth Advisors
Illinois
-$510K -20,865 Closed
IAS
86
Investment Advisory Services
Texas
-$220K -9,000 Closed
SG Americas Securities
87
SG Americas Securities
New York
-$131K -5,353 Closed
DA
88
Denali Advisors
California
-$63.5K -2,600 Closed
Allspring Global Investments
89
Allspring Global Investments
North Carolina
-$38.8K -1,589 Closed
ACM
90
Aquatic Capital Management
Illinois
-$20K -800 Closed
TWA
91
TCI Wealth Advisors
Arizona
-$7.64K -313 Closed
GCM
92
Gladius Capital Management
Illinois
-$5.42K -222 Closed
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
-$1K -55 Closed
GWS
94
Glassman Wealth Services
Virginia
-$659 -27 Closed
BAAM
95
Baker Avenue Asset Management
California
-$317 -13 Closed
AF
96
Allworth Financial
California
-$220 -9 Closed

MOFG Hedge Fund Activity: Q2 2023 in Review

81 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q2 2023, worth a combined $219M — down 12% from $250M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MOFG and 9 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $1.08M. The largest seller was MidWestOne Financial Group, cutting an estimated $4.11M.

  • 81 institutional investors held MidWestOne Financial Group (MOFG) as of Q2 2023, down from 87 in Q1 2023.
  • Funds reported $219M of MidWestOne Financial Group stock for Q2 2023, down 12% quarter-over-quarter.
  • 9 funds opened new MidWestOne Financial Group positions in Q2 2023 and 15 closed out, a net change of -6 holders.
  • The largest MidWestOne Financial Group buyer in Q2 2023 was Fourthstone LLC, an estimated $1.08M added.
  • The largest MidWestOne Financial Group seller in Q2 2023 was MidWestOne Financial Group, an estimated $4.11M sold.

Based on aggregated 13F filings for Q2 2023.